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PSMVX vs VSIAX
PSMVX vs VSIAX Comparison
Open Charts PSMVX vs VSIAX
Principal SmallCap Value II R6
Price$10.64
Change-$0.02 (-0.19%)
VolumeN/A
Net Assets1.06B
Vanguard Small Cap Value Index Admiral
Price$81.43
Change-$0.11 (-0.13%)
VolumeN/A
Net Assets54.02B
PSMVX vs VSIAX Comparison Chart
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PSMVX vs. VSIAX commentary
Jun 06, 2025
To compare these two companies we present long-term analysis, their fundamental ratings and make comparative short-term technical analysis which are presented below. The conclusion is PSMVX is a Buy and VSIAX is a Buy.
FUNDAMENTALS
Fundamentals
VSIAX has more cash in the bank: 54B vs. PSMVX (1.07B). VSIAX pays higher dividends than PSMVX: VSIAX (2.23) vs PSMVX (1.40). PSMVX was incepted earlier than VSIAX: PSMVX (11 years) vs VSIAX (14 years). PSMVX (0.91) is less costly to investors than VSIAX (0.07). PSMVX is a more actively managed with annual turnover of: 73.90 vs. VSIAX (16.00). PSMVX has a lower initial minimum investment than VSIAX: PSMVX (0) vs VSIAX (3000). VSIAX annual gain was more profitable for investors over the last year : 2.78 vs. PSMVX (-10.92). VSIAX return over 5 years is better than : 65.19 vs. PSMVX (20.13).
| PSMVX | VSIAX | PSMVX / VSIAX | |
| Total Expense Ratio | 0.88 | 0.07 | 1,257% |
| Annual Report Gross Expense Ratio | 0.91 | 0.07 | 1,300% |
| Fund Existence | 11 years | 14 years | - |
| Gain YTD | -7.224 | -4.104 | 176% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.07B | 54B | 2% |
| Annual Yield % from dividends | 1.40 | 2.23 | 63% |
| Returns for 1 year | -10.92 | 2.78 | -393% |
| Returns for 3 years | -12.00 | 13.59 | -88% |
| Returns for 5 years | 20.13 | 65.19 | 31% |
| Returns for 10 years | -14.24 | 82.79 | -17% |
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